Evaluación de la posición competitiva de Intel en la industria de microprocesadores.
Un análisis comparativo de Intel frente Nvidia y AMD
Resumen
En los últimos años ha surgido una competencia feroz en la industria de los microprocesadores. Empresas como AMD, Qualcomm, MediaTek, Apple, y Taiwan Semiconductor Manufacturing Company Limited son algunos de los principales proveedores mundiales de microprocesadores. Intel Corporation, desde su fundación en 1968, sigue siendo uno de los principales actores de la industria. Aunque existen desafíos que incluyen un alto grado de competencia en la industria, así como recientes violaciones de seguridad que afectaron al negocio. A pesar del panorama desafiante liderado por la popularidad de Nvidia y AMD, Intel sigue manteniendo una buena parte del mercado, debido a la fuerte inversión en I+D en los últimos cincuenta años.
Este documento analiza la posición competitiva de Intel Corporation, a partir de múltiples ventajas comerciales. Este documento concluye que estos elementos le dan a Intel una ventaja competitiva a pesar de la dramática caída en la rentabilidad; las ventas interanuales de Intel rondaron el 14%, mientras que las ganancias por acción cayeron de $1,94 en 2022 a $0,40 en 2023. Se espera que las iniciativas estratégicas y adquisiciones realizadas por Intel, como Tower Semiconductor, Granulate y Moovit, estimulen la rentabilidad futura junto con una mayor eficiencia operativa.
Descargas
Citas
• Apple. (2020, November 10). Apple unleashes M1. Apple Newsroom. https://www.apple.com/newsroom/2020/11/apple-unleashes-m1/
• Aspray, W. (1997). The Intel 4004 microprocessor: What constituted invention? IEEE Annals of the History of Computing, 19(3), 4–15.
• Brewster, T. (2020, January 3). Massive Intel vulnerabilities just landed—and every PC user on the planet may need to update. Forbes. https://www.forbes.com/sites/thomasbrewster/2018/01/03/intel-meltdown-spectre-vulnerabilities-leave-millions-open-to-cyber-attack/
• Castro, A. (2024, February 21). Microsoft and Intel strike a custom chip deal that could be worth billions. The Verge. https://www.theverge.com/2024/2/21/24079336/microsoft-intel-chip-partnership-foundry-tsmc
• Center for Strategic and International Studies. (2024, August 3). How the Chinese Communist Party uses cyber espionage to undermine the American economy. CSIS. https://www.csis.org/analysis/how-chinese-communist-party-uses-cyber-espionage-undermine-american-economy
• Fitch, A. (2024, August 1). WSJ.com. https://www.wsj.com/tech/intel-intc-q2-earnings-report-2024-6ec4ea69?st=3pacyy10uk3e9sk&reflink=article_whatsapp_share
• Freund, K. (2019, December 16). Intel acquires Habana Labs. Forbes. https://www.forbes.com/sites/moorinsights/2019/12/16/intel-acquires-habana-labs-for-2b/
• Google Finance. (2024, August 3). NVIDIA Corp (NVDA) stock price & news. Google Finance. https://www.google.com/finance/quote/NVDA:NASDAQ?hl=en
• Gratton, P. (2024, June 18). Porter’s five forces explained and how to use the model. Investopedia. https://www.investopedia.com/terms/p/porter.asp#:~:text=Porter's%20five%20forces%20are%20used,substitutes%20for%20the%20sector's%20products
• Grove, A. S. (2010). Only the paranoid survive: How to exploit the crisis points that challenge every company. Crown Currency.
• Hawkins, M. (2024, October 4). Intel confirms $3 billion defense deal with the U.S. government. Yahoo Finance. https://finance.yahoo.com/news/intel-confirms-3-billion-defense-190148627.html
• Hewlett Packard Enterprise. (2024, August 3). HPE Cray supercomputing. HPE. https://www.hpe.com/us/en/compute/hpc/supercomputing/cray-exascale-supercomputer.html
• Intel. (2021, June 18). Intel supply chain summary 2020-21 corporate responsibility report (p. 3).
• Intel. (2024). Distributor partner directory. Intel. https://www.intel.com/content/www/us/en/partner/showcase/partner-directory/distributor.html#sort=relevancy
• Intel. (2024). Export assurances. Intel. https://www.intel.com/content/www/us/en/legal/export-compliance.html
• Intel. (2024). Intellectual property policy. Intel. https://www.intel.com/content/www/us/en/policy/policy-ip.html
• Intel. (2024). Intel financial statement from Intel FORM 10-K 2023. U.S. Securities and Exchange Commission. https://www.sec.gov/ixviewer/ix.html?doc=/Archives/edgar/data/50863/000005086324000010/intc-20231230.htm
• Intel. (2024). Intel products. Intel. https://www.intel.com/content/www/us/en/products/overview.html
• Intel. (2024). Intel wins US government project to develop leading-edge foundry ecosystem. Intel Newsroom. https://www.intel.com/content/www/us/en/newsroom/news/intel-wins-us-project-develop-foundry-ecosystem.html
• Intel Corporation. (2023). Intel Supplier-Compliance-handbook (Revised edition). (p. 17).
• Intel Newsroom. (2021, March 30). Intel 2020 Supplier Continuous Improvement Award. Intel Newsroom. https://www.intel.com/content/www/us/en/newsroom/news
• Jackson, A. (2023, September 6). These 10 brands have the highest customer loyalty. CNBC. https://www.cnbc.com/2023/09/06/brands-with-top-customer-loyalty-says-report-alphabet-lowes-intel.html
• Lunden, I. (2017, March 13). Intel buys Mobileye in $15.3B deal, moves its automotive unit to Israel. TechCrunch. https://techcrunch.com/2017/03/13/reports-intel-buying-mobileye-for-up-to-16b-to-expand-in-self-driving-tech/
• Mason, J. (2024, March 20). Reuters.com. https://www.reuters.com/technology/intel-clinches-nearly-20-bln-awards-biden-boost-us-chip-output-2024-03-20/
• Miller, C. (2022). Chip war: The fight for the world's most critical technology. Simon & Schuster.
• Porter, M. (2008, January). The five competitive forces that shape strategy: Power of buyers. Harvard Business Review, 7.
• Porter, M. (2008, January). Shifting threat of new entry: The five competitive forces that shape strategy. Harvard Business Review, 11.
Derechos de autor 2025 Denarius
Esta obra está bajo licencia internacional Creative Commons Reconocimiento-NoComercial-CompartirIgual 4.0.
